Dew Wealth Management

Dew Wealth Management provides investment advisory, family office and financial planning services to a mixed client base that includes individuals (both non‑HNW and high net worth), pension and profit‑sharing plans, and charitable organizations. In addition to discretionary and non‑discretionary investment management, the firm offers structured family office programs (Family Office Assessment, Virtual Family Office, Wealth Builder, Wealth Accelerator, and Maintenance Mode), retirement plan consulting, and stand‑alone financial planning and consulting.

The firm allocates client assets through a combination of in‑house management and allocations to unaffiliated independent managers, and it participates as a manager in unaffiliated wrap and managed account programs (including AssetMark). Dew reports a majority of its advisory assets on a non‑discretionary basis (approximately $263.3 million non‑discretionary versus $201.4 million discretionary as of December 31, 2025) and notes that independent managers it selects may employ strategies such as direct indexing, derivatives or leverage and invest in private offerings.

Compared with many investment managers focused mainly on pooled or institutional mandates, Dew operates from multiple offices (17), is licensed as an insurance agency with certain associated persons holding insurance licenses to receive trail commissions, and runs two‑day educational workshops that can lead to program enrollments and fee waivers. The firm emphasizes coordination and selection of other advisers for clients (sourcing replacements and monitoring third‑party managers), and provides pension consulting and participant education services alongside its family‑office and private investment offerings.